by Karl Freund | Mar 23, 2021 | In the News
New Intel CEO pledges $20B in Fab investments. Is that enough? What’s next? Newly installed Intel CEO Pat Gelsinger didn’t waste any time announcing that his top priority will be to “fix” the company’s manufacturing shortcomings which have delayed recent products by...
by Karl Freund | Mar 19, 2021 | DataCenter AI, In the News
As a bookend to AMD’s EPYC3 launch earlier this week, I thought I should share my thoughts on the company’s AI chip, the MI100, excerpted and updated from the Q1 Competitive Landscape Report. The company’s new GPU is a solid first effort for AMD’s revived data center...
by Karl Freund | Mar 10, 2021 | In the News
I just got an email from NVIDIA touting this year’s GTC event (April 12-16) and have to share this with you, in case you haven’t already heard. The virtual graphics, AI, and HPC event will headline AI pioneers Yoshua Bengio (University of Montreal), Geoffrey Hinton...
by Karl Freund | Feb 26, 2021 | In the News
For the last two years, in January, I have published my predictions about the new AI silicon I expect in the coming year. Like the weatherman, I’ve gotten some details wrong but I’ve been reasonably accurate, at least directionally. So, here we go again with a look at...
by Karl Freund | Feb 23, 2021 | In the News
NVIDIA is the 800 lb. gorilla in the AI hardware space. The company invests heavily in silicon, systems, and software to maintain that leadership position. This blog is an excerpt from the AI Competitive Landscape Report which is available to subscribers. Early...
